美搶建數據中心 苦無中國製變壓器｜AI競賽｜特朗普｜OpenAI｜Microsoft｜Meta｜Alphabet｜晶片｜數據中心｜電力變壓器｜鋰電池｜電氣設備【特朗普2.0系列】

Wall Street loves to tell the story of America's unstoppable AI race. Alphabet, Amazon, Meta, and Microsoft have collectively poured over $650 billion into capital expenditures this year—enough to buy Sweden's entire GDP and still have change. In the Aberlein desert, Texas, over 6,000 workers work in shifts to build a monstrous data center for OpenAI that consumes 1.2 gigawatts of electricity—enough to power nearly a million American homes. Sounds exciting, right? But this story has a fatal footnote, one that Wall Street is reluctant to say aloud: the foundation of this AI empire is made of Chinese cement. Not chips, not algorithms, not the neural network architecture diagrams drawn on whiteboards by Silicon Valley geniuses. What truly strangles the US in AI development are transformers, power distribution switches, lithium batteries… [Read the full article] US Rushes to Build Data Centers, Lacking Chinese-Made Transformers (Xu Liyan, Cross-Market Game) https://www.hkej.com/dailynews/invest... [Watch More]    • 呂梓毅: 美伊降溫 油價加息續困全球｜美伊戰爭｜特朗普｜聯儲局｜沃什｜貨幣政策｜加息...   [Special Offer] YouTube Exclusive Offer: $38 for a 14-day trial of the Hong Kong Economic Journal's online edition, exclusively extended to one month! Subscribe now: https://bit.ly/4oztOTB $49 for a 14-day trial of the EJFQ "Signal" comprehensive stock analysis system [$50 off with promo code: 50save] https://bit.ly/4jscKMe #HongKongJournal #AICompetition #Trump #OpenAI #Microsoft #Meta #Alphabet #Chip #DataCenter #PowerTransformer #LithiumBattery #ElectricalEquipment #Trump